GTPL Hathway Limited — Investor Meet, 21-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GTPL Hathway reported consolidated total revenue of ₹934.4 Cr for the quarter, up 4% YoY. However, the quarter saw negative PAT due to fewer operating days, one-time accounting adjustments (₹7.5-8 Cr impairment), and a ₹9 Cr forex loss. Management is confident in long-term growth, leveraging its new HITS platform and aggressive industry consolidation to increase cable TV subscribers. Broadband additions, though muted this quarter, are expected to rebound. ARPU is seeing gradual increases. The company projects ₹350 Cr annual capex for the next few years, targeting 15% ROCE in 2-3 years through strategic expansion and market penetration.